Accessing Your Customer Database in the Cloud Shouldn’t Be a Game of Twister
I was relaxing in my favorite coffee shop, minding my own business (really!) when I overheard the woman at the next table say, “How do I access my Sage ACT! database on a tablet?” Now, I’ve had my share of people who have listened in on my conversations in coffee shops, without me realizing it, who felt perfectly justified in coming over and interrupting my companion and me to give me advice. I have a soft voice by nature. I’m not one of those loud people who has to command a room’s attention to validate my...
read more5 Easy Tips for Email Blasts that Generate Web Traffic
Let’s face it, if your email blast doesn’t get opened, you aren’t going to get any traffic. Here are tips to get your recipients to open, read, and respond to your email blast. 1. Get the Email Opened with a Good Subject Line The worst mistake you can make with your subject line is to make it salesy or read like an advertisement. Stay true to your opt-in promises in order to achieve high open rates. If you promised a newsletter, then use the subject line, “[Company] October Newsletter” If you promised advanced notice on new...
read moreHow To Create Sales Power With Your Email Database
What is the size of your email database? 5,000? 10,000? Whatever the number, hats off to you for attracting the permission of a wide group of contacts who wish to learn more about your business—and perhaps do business with you in the future. Do you know the best way to encourage them to move more deeply into your sales funnel? Provide benefit to them while communicating with them in their language. Your email database is made up of several segments. For example, you likely have contacts in many industries, of both genders, some who have...
read moreRethinking Getting Things Done with ACT!
Well, it’s that time of year. My desk is pleading for a desktop clearance intervention and, at my gym, the increased number of cars in the parking lot confirms that it’s do-over season again. The good news is that every end of the year brings each of us a fresh chance to rethink how to get things done better in the new year. Fortunately, the moon and stars are in alignment for our final, end-of-year ACT! User Group on leveraging ACT! for higher productivity. And here’s why. My good buddy, Susan Clark, president of Cornerstone...
read moreTwo Obscure Tweaks and One Caveat for Sage ACT! Software
A couple of obscure questions came up this week about using Sage ACT! Software and also one that many people think is a “gotcha.” Q – When using Swiftpage for a newsletter, it will not recognize my secondary contacts. How do I include them in my email blast? A – Sage ACT! only recognizes primary email addresses. This can also be a problem for insurance agents, stock brokers and financial planners who capture spouse and child data in their ACT! contact management systems. The best time to figure out how to email...
read more4.5 Ways To Set up a Google Calendar Sync with a Sage ACT! Database
Sage ACT! 2012 is on deck as a new version release in September, and one new feature is a direct-from-ACT! Google calendar sync. To use the Google sync, you’ll need a Gmail or Google Apps account. A Gmail account is YourName@Gmail.com. Any email ending in gmail.com is a Gmail account. A Google Apps account is still Gmail, but it lets you use your own domain, which is more business oriented. The free version of Google Apps lets you sync to the Google calendar. The paid version of Google Apps, approximately $50 per year per email address,...
read morePersonal Settings for your Sage ACT! Software
Just like apps for smart phones or iPads, ACT! Software lets you set a “profile” of personal preferences so you have a better user experience. Some preferences are for your computer or laptop. Some are global database settings and will change the preferences for every user on your shared contact management system. Here are 5 custom settings to set up “just for you.” Almost all of them work on any version of Sage ACT! Software: Grid Lines. Any feature that says “List” (Contact List, Task List, Group List) can show grid lines for...
read moreStockpile Time with Sage ACT! Menu Shortcuts
As everyone’s attention span dwindles, now’s a good time to re-visit the keyboard and mouse shortcuts on the Sage ACT! menu. Hey, a fraction of a second saved is several hours earned over a year, right? A couple of things that I really like with the newer version versions (Sage ACT! versions 2007 – 2012) is that you can right-click on just about any area of a layout or data field. A dialog menu will pop up and, the majority of the time, whatever you’re trying to do is going to be an option on that ACT! menu. One of the fastest...
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